FAQ

Retirement Tax Info is an information platform for educating taxpayers on tax regulations affecting retirement benefits. Along with the general resources on our website, we provide personalized consultations regarding retirement planning strategies We also organize live workshops to educate taxpayers in a classroom-style setting.

Our presenters are licensed under the North American Securities Administrators Association (NASAA) and cumulatively hold FINRA Series 6, 7, 24, 63, 65, and 66 Investment Adviser Law Credentials, as well as Life, Accident, and Health Insurance Agent Licensure.

There is no selling in these workshops, but the attendees are free to engage the presenter after the session. At this point, the presenter might charge for any services rendered. Attendees are however under no obligation to seek these services before or after the workshop. For most of our presenters, their interest is in empowering the community. Their biggest gain is the opportunity to refine their skills and knowledge on financial planning.

No. The greatest compliment we’ve received from attendees in most of our past workshops is how resourceful the classes were and how refreshing it was to hear enthusiastic presenters passing information without trying to sell something. The presenters may share their contact information with the workshop attendees, but you are under no obligation to engage any Retirement Tax Info speakers after the session.

Retirement Tax Info staff are not tax experts and cannot provide tax advice. To assist our clients, Retirement Tax Info can help you navigate U.S. federal tax forms, exemptions, and deductions should you choose to engage in paid services.